Case Study: Leadership Assessment at Robinson Insurance Agency
Todd Robinson, president of Robinson Insurance Agency, couldn’t be happier. The company that Todd’s father, Edger, started thirty years ago is prospering and poised for future growth. Over the past three years, Robinson Insurance has successfully purchased two regional insurance agencies whose owners were ready for retirement. The acquisitions went smoothly, and the firms merged under Todd’s capable leadership. The company now has 13 branch offices, in five different cities, in the greater Portland metropolitan area. The headquarters office—the site of the original Robinson Insurance Agency office—is located in the bustling downtown district in Portland, Oregon.
At 56 years old, Todd Robinson has earned a reputation for being a savvy businessman and a successful entrepreneur. He hopes to acquire at least one other small agency in the next year—a move that will expand the company by two additional branch offices in suburban Portland neighborhoods. However, managing the company is beginning to consume more and more of Todd’s time and energy—time he would like to spend with his family. Todd realizes that he needs to identify potential middle and senior management leaders within the company who can be trained to play a larger role in both day-to-day and strategic decisions.
Todd knows that selecting individuals to fill future leadership positions will be extremely critical to the long-term success of the company. He wants to ensure that the individuals who are identified for growth opportunities have the knowledge, skills and abilities to move into new middle and senior leadership positions as these positions are created. He also wants to ensure that the new leaders will possess and exemplify the “Client First” philosophy that characterizes the company. Frankly, he has concerns that some current managers—especially those from the agencies purchased by Robinson Insurance—may not fully share the company’s values and may only give “lip service” to the company’s customer-oriented values and practices. However, with 13 branch offices, Todd isn’t as familiar with each manger’s potential as he would like to be.
Thus, Todd has retained your services to help plan an assessment-based professional development program. The goal of the program is to identify people within the company who have the potential for greater levels of responsibility and authority, and then to invest in these individuals by providing training and other professional growth opportunities. Todd also wants help creating a succession plan to position the company for long-term success, even after he retires in five to eight years.
In a paper of at least 1750 – 2100 words (or 7-8 pages) in length (excluding title, abstract and reference pages), describe a comprehensive assessment plan for the company, including a sound defense of the feasibility of the plan, to meet the company’s leadership development objectives. In your paper, address the following:
You do NOT have to create a training and development plan for the identified future leaders; you only need to detail the assessment component of the plan and describe how the assessment information might be used to design the development activities.
In addition to your Scott and Reynolds (2010) textbook, the assigned articles for the course, and any Internet sources you reference to gather information about the assessments you have chosen, reference at least five additional scholarly sources (academic journal articles) to support your plan.
References: (You may use at least 5 sources from below)
**Scott, J. C., & Reynolds, D. H. (Eds.). (2010). Handbook of workplace assessment. Retrieved from https://redshelf.com
Chapter 18: Global Applications of Assessment (Authors: Ryan, M. & Tippins, N. T.)
Chapter 22: Assessing the Flaws in Our Assessment Decisions (Author: Outtz, J. L.)
Chapter 24: Final Thoughts on the Selection and Assessment Field (Author: Sackett, P. R.)
Atwater, L. E., Brett, J. F., & Charles, A. C. (2007). Multi-source feedback: Lessons learned and implications for practice. Human Resource Management, 46(2), 285-307. https://doi.org/10.1002/hrm.20161
Campion, M., Fink, A., Ruggeberg, B., Carr, L., Phillips, G., & Odman, R. (2011). Doing competencies well: Best practices in competency modeling. Personnel Psychology, 64(1), 225-262.
Creative Organizational Design, Inc. (COD). (n.d.). Campbell Leadership Index (CLI). Retrieved from https://www.creativeorgdesign.com/tests_page.php?id=50 (Links to an external site.). This website describe the Campbell Leadership Index, an assessment that measures characteristics associated with strong leadership behaviors.
Eisenbraun, G. A. (2006, Feb-March). The pros and cons of personality testing in the workplace. Law Now, 30(4), 17-19.
Goleman, D. [Talks at Google]. (2007, November 12). Daniel Goleman: “Social Intelligence” | Talks at Google. [Video file]. Retrieved from https://youtu.be/-hoo_dIOP8k (Links to an external site.). This YouTube video features Daniel Goleman speaking on aspects of social and emotional intelligence. *Closed-captioning available.
Gough, H.G. & Bradley, P.. (n.d.). CPI 260 Client Feedback Report . Retrieved from https://shop.cpp.com/en/cpiproducts.aspx?pc=67 (Links to an external site.). The CPI 260 is a leadership assessment used widely to help individuals determine leadership strengths and opportunities for development. The CPI 260 is based on the California Psychological Inventory, restructured to focus on leadership behaviors.
Groves, K. S., McEnrue, M. P., & Shen, W. (2008). Developing and measuring the emotional intelligence of leaders. The Journal of Management Development, 27(2), 225-250.
Joseph, D. L., & Newman, D. A. (2010). Emotional intelligence: An integrative meta-analysis and cascading model. Journal of Applied Psychology, 95(1), 54-78.
Judge, T. A., Bono. J. E., Ilies, R. & Gerhardt, M. W. (2002). Personality and leadership: A qualitative and quantitative review. Journal of Applied Psychology, 87(4), 765-780. https://doi.org/10.1037/0021-9010.87.4.765
Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.
You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.Read more
Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.Read more
Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.Read more
Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.Read more
By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.Read more